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European Central Bank: One more hike then pause – Rabobank
Rabobank strategists Bas van Geffen and Elwin de Groot expect the European Central Bank (ECB) to raise the deposit facility rate by 25bp to 2.75% in December, driven by higher energy price forecasts.
New Zealand Dollar falls as hawkish Fed stance supports US Dollar
NZD/USD trades lower around 0.5710 on Friday at the time of writing, down 0.3% on the day.
Federal Reserve: Further hikes supported by resilient economy – Nordea
Nordea strategists expect the Federal Reserve (Fed) to deliver two additional rate hikes, arguing that resilient United States (US) growth, persistent inflation and continued labour-market strength suggest monetary policy is not yet sufficiently restrictive.
Euro trades flat against British Pound as UK Retail Sales beat forecasts
EUR/GBP trades little changed on Friday as stronger-than-expected UK Retail Sales data lends some support to the British Pound (GBP) after it came under pressure following the Bank of England’s (BoE) monetary policy announcement on Thursday.
Japanese Yen: Cautious BoJ tilt weighs on JPY against US Dollar – BBH
Brown Brothers Harriman’s (BBH) Elias Haddad highlights pronounced Japanese Yen (JPY) underperformance, with USD/JPY near 158.00 after a Bank of Japan rate hike to 1.25%. The Bank of Japan (BoJ) signaled cautious tightening, expecting only moderate growth and delayed achievement of 2% inflation.
Mexico Private Spending (YoY) declined to 2.1% in 2Q from previous 2.2%
Mexico Private Spending (YoY) declined to 2.1% in 2Q from previous 2.2%
Mexico Private Spending (QoQ) up to 0.9% in 2Q from previous -0.8%
Mexico Private Spending (QoQ) up to 0.9% in 2Q from previous -0.8%
India FX Reserves, USD down to $780.78B in September 7 from previous $785.71B
India FX Reserves, USD down to $780.78B in September 7 from previous $785.71B
British Pound: BoE holds but inflation risks linger – OCBC
OCBC strategist Christopher Wong notes that the Bank of England (BoE) kept Bank Rate at 3.75% in a 6–3 vote while highlighting a more challenging inflation backdrop, with Consumer Price Index (CPI) seen near 3.75% in Q4 and above 4% in early 2027.
Australian Dollar strengthens as RBA maintains hawkish stance
AUD/USD rises 0.20% on Friday to trade around 0.7125 at the time of writing. The Australian Dollar (AUD) benefits from hawkish comments by Reserve Bank of Australia (RBA) officials, who keep the door open to further monetary tightening to bring inflation sustainably back toward the target.
USD/JPY Price Forecast: Yen plummets after BoJ’s policy outcome
The Japanese Yen (JPY) underperforms its major currency peers on Friday after the Bank of Japan’s (BoJ) monetary policy announcement. In the European trade, the USD/JPY pair trades 1.3% higher to near 158.00.
Swiss Franc consolidates losses weighed by adverse monetary policy divergence
The Swiss Franc (CHF) holds losses against the US Dollar (USD) on Friday, after dropping nearly 1% this week and about 2% over the last two weeks.
Bank of Japan: Hawkish path with FX doubts – TD Securities
TD Securities’ Prashant Newnaha notes the Bank of Japan raised its cash rate by 25bps to 1.25%, in line with market expectations, and kept a hawkish framework that points to further hikes, with the next move seen in December.